台积电斥资1650亿美元扩产美国 — 但承认无法满足ai芯片需求
台积电计划投资1650亿美元在美国建厂，但警告称无法满足客户对ai芯片的需求，导致行业出现瓶颈。
tsmc is struggling to keep up with ai chip demand despite its massive expansion plans, with ceo c.c. wei stating customer demand is so high that the company cannot support everyone without becoming a bottleneck. the firm is investing $165 billion in us manufacturing to build three new plants and two advanced packaging facilities in arizona, though production timelines remain long. this shortage comes as the semiconductor industry faces a memory crunch and deloitte predicts the sector will become a $1 trillion industry by 2027. while the company considered price hikes like those seen for dram and ssds, tsmc confirmed it will not issue abrupt price increases to mitigate the supply constraints.